General
873 results found
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Insights Columns match Exported Data
As I can modify which columns I can view within the Insights page (i.e. remove "Lead Source" or swap "Close Rate" and "Lead Count", etc.), I would like these changes to also reflect on the report that I export when I download the data.
1 vote -
General Address book within JobNimbus
A lot of contractors work with subcontractors and they fill the labor portion of the job. If you are just working inside of the main contact window in the activity log and want to send an email to a subcontractor through the work order, it becomes tedious. Have the subcontractors email pre-populated, from a centralized address book separate from the being connected to the work order or have to key it in. There is room for error. If I could go to the "address book" and type in their email address and it will populate so that they can send…
1 vote -
SQ - Add the ability to archive a project from the project screen.
Add the ability to archive a project in SumoQuote from the same list where "Won, Lost and Open" are selected from.
1 vote -
1 vote
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Automation to send updated balance invoices after payment is received
The customer would like to have an automation to send client an updated invoice after a payment is received.
1 vote -
Be able to flip through Documents Like Photos
If we could flip through documents the same way that we can with photos, that would be a huge time saver when i am building budgets and closing out jobs. I would save at least 5 minutes per job, which would save me about an hour per week.
1 vote -
NSE toggling off estimate details page to remove good better best
When you toggle the estimate details page it should exclude the good better and best options from the preview and the end result of the estimate
1 vote -
Input fields in Documents
As a logo who does work with insurance work as well as residential work, I would like to be able to put custom input fields in the document builder, such as signature, date, and text, so that insurance claims can be digital, rather than having to sign with paper or use a program such as Docusign.
1 vote -
SQ - Adding an address field for the customers office on an invoice.
On an invoice within SumoQuote add the ability for the customer to display their office address on an invoice once it's been generated.
1 vote -
Automagic creating of invoices from signed quotes
Customer notes that it would be hugely beneficial if when the line item sync is enabled between SQ & JN, that when a signed quote is received into JobNimbus, that an invoice be automatically created
1 vote -
Remove Job Photo
We need the ability to remove the job photo after is has been set. It currently only allows you to change the photo to a different one.
1 vote -
Pertinent Documents on Job Details Page
There should be a spot on the Job Details page for certain documents to be placed. There should only be allowed one document at a time in this spot, and the document history should be accessible.
For example, a link to the Site Plan document should be prominent on the Job Details page. Just as the Contract and revision history is shown on the Job Details page. Our Site Plan will show roof access points, scope of work notes, issue areas, special notes from customer such as do not drive on this driveway, solar panel removal, o'hagin installation, etc.
These…
1 vote -
Job description to be included on job cards in lists
customer notes that job description field is not available here
1 vote -
Card titles in lists- the title truncates
Card titles in lists- the title truncates after 9 characters. Would like that to not truncate at all - or have the option not to.
1 vote -
Webooks to allow passing of variable data
Customer said webhooks are great, but only pass a static information (website etc...) but said he would see benefits in being able to have webhooks pass variable information as well.
1 vote -
1 vote
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Automatically insert salesperson signature
customer reports it would be handy if the sales person issuing the quote in NSE, that their name and signature be automagically applied to the quote, rather than the sales person needing to add themselves as a signatory
1 vote -
Limit who can sign
customer reports that currently ANYONE with the signing link can sign off on a quote (sales person/stranger/anyone) he notes this may not be an issue with trustworthy salesmen but not all of them are. So would like to see only the email address listed as a signatory, be able to sign the document.
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1 vote
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